Starting a Task Mining project from Process Mining

Introduction

Different UiPath® products work together to discover, investigate and build automation and communicate process improvements. Task Mining is an AI driven discovery product. It collects employee desktop data comprising screenshots and logs data upon each user action (mouse click, keystroke). Then it leverages AI to analyze the data. For more information on Task Mining, see the Task Mining documentation.

Process Mining and Task Mining

With Process Mining you extract the data from your business applications to get a detailed understanding of overall business processes. From Process Mining, you can zoom in on certain activities with Task Mining to gain deeper understanding of the tasks employees perform on their desktops to execute the activities.

Starting a Task Mining project from Process Mining

When you identify a bottleneck in your process while analyzing or want to get more granular visibility, you can start a Task Mining project from any process graph in Process Mining. This enables you to get an end-to-end view of your process including system and desktop level interactions which can help you to better understand users' behaviors and intentions better during the process execution.

Note: You can also start a Task Mining project when performing a Root Cause Analysis or Smulating Automation Potential.

Prerequisites

The Start new Task Mining project option in Process Mining will be enabled when the following prerequisits are met.

The Task Mining service must be enabled on the same tenant as Process Mining.
You need access rights in Task Mining to create Task Mining projects.
You must have the the Administrator or Project Creator role in Task Mining.
You need enough AI Units to run an Unassisted Task Mining project.
See the AI Center documention on Ai Units.

Starting a Task Mining project

Follow these steps to start a Task Mining project.

1. In the process graph, select Start new Task Mining project from the menu.

The Start new Task Mining project wizard is displayed at the right. See the illustration below.

2. Choose the applicable approach for the Task Mining project you want to start.

Select Assisted Task Mining if you want to collect desktop level variations of a specific Process Mining activity and merge them into a comprehensive graph.

Select Unassisted Task Mining if you want to record the users’ desktop interactions to identify improvement areas and automation opportunities for your process.

For more information on	See
Assisted Task Mining	Introduction to Assisted Task Mining
Unassisted Task Mining	Introduction to Unassisted Task Mining

3. Enter a name for the Task Mining project in the Project name field.

4. If desired, change the Description. By default, the link to the Task Mining project that will be created is displayed in the Description field.

Note:

If you have selected the Start new Task Mining project option from a selected activity in the process graph, the activity name is displayed in the Description field.

5. Click Next to go to the Invite users step.

6. Add recording users by typing the username, group name, or email and select the desired result from the dropdown list. Note: Users will receive an email invitation to the project and a link to download the Recorder.

7. When you have selected the Unassisted Task Mining approach, click Next to (optionally) select the desktop apps that you want to include or explicitly exclude from the recording. For more information on Allow recording and Deny recording see the Task Mining Guide: Settings.

8. Click Create to create the Task Mining project and to start the recording. You can click the Task Mining project URL to view the Task Mining project and to analyze the results.

Viewing Task Mining projects

You can view the Task Mining projects that were created for the activity directly from the process graph menu and open the project in Task Mining.

Follow these steps to view the Task Mining projects started from your process.

In the process graph, select Task Mining -> View Projects from the menu.
The Task Mining projects panel is displayed, showing the Task Mining project cards for the projects created from the process app.
Select View in Task Mining to open the project in Task Mining.